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Bookkeeping Client Offboarding

Shared by Accounting Therapy, Inc.
Taylor Ammons
"This is an offboarding template created to walk an accounting manager through the necessary steps to offboard a recurring client that is going to no longer be working with our company."
This template includes
  • 21 tasks
  • 2 task descriptions
  • 3 sections
  • 1 assignee role
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